Life is Full of Taxes
Asking the Right Question
Physicians: Debt vs Savings, Which Comes First?
Young physicians often ask, “Should I focus more aggressively on paying down my debt, or should I just do the minimum and try to save as much as possible?” That’s an excellent question, with lots of variables and layers.
Vaccine for Physician Pocketbooks
457(b): The Good, The Not so Good, and The Not Good at All
Tips to Help Keep You on Track for Your Financial Goals
Personal financial planning is critical to help ensure that, in both good times and bad, emotions do not lead to irrational money management decisions and costly mistakes.
Brock Purdy and the Importance of Inconsequential Decisions
One seemingly small decision that no one thought would matter made a significant difference for the Bay Area team and its fans...
“Sportsified” Diversification
The benefit of a diversified investment portfolio is that, while again we do not know who the actual winners and losers will be, the risk of excluding the best is greatly reduced.
What Tax Documents Do Investors Need to File?
I start getting anxious this time of year when I am forced to collect all the necessary information for my tax advisor. In preparation for the upcoming tax deadline, Monday, April 18, 2022, I wanted to summarize what to expect in the way of relevant tax information related to your investments.
The Time Might Be Right to Refinance Your Mortgage
Who Can Benefit from a 529 Plan
Don’t Mix FOMO with Home Buying
For most Americans, their house is their most significant asset. But it’s also the most personal one. There's a lot of emotion inside those four walls. If you want to buy your first or next home, it’s crucial to have a game plan going into it. Here are a few principles to consider when it comes to buying a home.
The Advantages of 529 Plan Educational Funding
A common financial goal of young families is funding their children’s future education expenses. In this blog we address many of the "what-if's" that clients are asking.
What’s the Best Investment a New Parent Can Make?
Don’t Borrow from Your Future Self
While each person has different long-term goals, a common future desire that exists for most people is retirement. There's a day coming when you won't want to, or can’t, work anymore, and your income will need to be replaced. This is a huge “future self” liability that has to be considered.
College Planning: Don’t Wait to File Your FAFSA
If the prospect of sending your child on their entry into adulthood isn’t hard enough, there is all the paperwork to decipher… the ACT/SAT, college applications, scholarship applications, and of course, the dreaded FAFSA!
Your Legacy Can Be More Than Money
In the end, your legacy is the lasting influence of the gifts you give, both during your lifetime and when you are gone. What do you want yours to be?